Numeric Investors’s Affiliated Managers Group AMG Stock Holding History

Numeric Investors’s Portfolio AMG Stock Details AMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$205K	Buy	+1,000	New	+$194K	﹤0.01%	1030
2016 Q4	–	Sell	-2,200	Closed	-$318K	–	1021
2016 Q3	$318K	Buy	2,200 +700	+47%	+$100K	﹤0.01%	921
2016 Q2	$211K	Buy	+1,500	New	+$246K	﹤0.01%	959
2015 Q1	–	Sell	-3,500	Closed	-$743K	–	879
2014 Q4	$743K	Buy	+3,500	New	+$695K	0.01%	511
2014 Q1	–	Sell	-3,370	Closed	-$731K	–	775
2013 Q4	$731K	Buy	+3,370	New	+$672K	0.01%	522

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Numeric Investors's AMG Position: Q4 2017 in Review

Numeric Investors opened a new position in Affiliated Managers Group (AMG) in Q4 2017: 1,000 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings. This is a return to the name: Numeric Investors previously reported a position in AMG as recently as Q3 2016.

Numeric Investors first reported a position in AMG in Q4 2013 and has held it in 5 quarters since. The position peaked at $743K in Q4 2014. 529 funds tracked by Wall St. Rank hold AMG as of Q4 2017.

Numeric Investors held 1,000 shares of Affiliated Managers Group worth $205K as of Q4 2017.
Affiliated Managers Group was a new Numeric Investors position in Q4 2017.
Affiliated Managers Group made up ﹤0.01% of Numeric Investors's portfolio in Q4 2017, its #1030 holding.
Numeric Investors first reported a position in Affiliated Managers Group in Q4 2013 and has held it in 5 quarters since.
Numeric Investors's Affiliated Managers Group position peaked at $743K in Q4 2014.
529 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.